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ISHARES FUTURE AI & TECH ETF(ARTY)
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Victor0408
·
12:29
美光、闪迪大跌是周期波动,非趋势反转,定位核心是“不追短期、布局长期”。存储行业已从传统周期行业,转向AI驱动的结构性增长行业,核心逻辑是HBM供需长期紧平衡、价格持续走强。韩国产能扩张确会带来远期压力,但2027年前影响有限,期间AI需求将持续消化新增产能,甚至维持缺口。昨日追高资金承压,本质是交易节奏失误,而非行业基本面恶化;当前低位更适合分批建仓,而非恐慌离场。操作上,短期避开高位波动,聚焦美光HBM4量产、长协落地等催化;中长期坚定看好AI存储赛道,韩企扩产反而加速行业出清,龙头集中度提升,美光、闪迪作为HBM核心供应商,长期价值未变,回调即是布局良机。
美光、闪迪大跌是周期波动,非趋势反转,定位核心是“不追短期、布局长期”。存储行业已从传统周期行业,转向AI驱动的结构性增长行业,核心逻辑是HBM供需长期紧...
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盲炳
·
12:29
韩国供应冲击是远期预期,短期难改HBM供需紧平衡,下跌是上车良机。市场担忧三星、SK海力士加速扩产压缩定价,实则忽略关键细节:韩企扩产重点是通用DRAM,HBM新增产能严格受控,且优先供应英伟达等核心客户。HBM技术壁垒极高,16层堆叠良率爬坡缓慢,SK海力士、三星虽领先,但美光HBM4已量产,技术差距持续缩小。更关键的是,AI算力需求爆发,单台AI服务器HBM用量是传统服务器的10倍,2026年HBM缺口将扩大至6%,2027年仍达9%,供需硬缺口支撑高溢价。此次回调是短期情绪扰动,韩国产能冲击至少1年后才显现,当前逢低买入美光、闪迪,可把握AI内存超级周期的中期红利,止损设置在前期低点即可控制风险。
韩国供应冲击是远期预期,短期难改HBM供需紧平衡,下跌是上车良机。市场担忧三星、SK海力士加速扩产压缩定价,实则忽略关键细节:韩企扩产重点是通用DRAM,...
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财经小葡萄
·
10:43
百望的 AI 财税智能体都落地这么久了,为啥市场还没完全反应过来?
@潜质投资:
$百望股份(06657)$ 别光炒概念,聊聊实打实的业绩,现在全国企业都要被迫替换电子单证体系,老旧纸质、普通电子版全部不合规,必须改造升级。百望是一站式解决方案,不用企业东拼西凑找技术,直接整套落地。政策强制落地期,接下来订单肯定持续放量,业绩确定性拉满
$百望股份(06657)$ 别光炒概念,聊聊实打实的业绩,现在全国企业都要被迫替换电子单证体系,老旧纸质、普通电子版全部不合规,必须改造升级。百望是一站式解决方案,不用企业东拼西凑找技术,直接整套落地。政策强制落地期,接下来订单肯定持续放量,业绩确定性拉满
百望的 AI 财税智能体都落地这么久了,为啥市场还没完全反应过来?
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LanlanCC
·
06:19
AI核心概念股遭遇沽压,高通股价急泻13.6%,英特尔降低8.6%,美光科技跌8.3%,Sandisk插水9.8%,超微半导体回吐4.8%,台积电(TSMC)跌3.7%。
AI核心概念股遭遇沽压,高通股价急泻13.6%,英特尔降低8.6%,美光科技跌8.3%,Sandisk插水9.8%,超微半导体回吐4.8%,台积电(TSM...
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roseking
·
05-12 23:04
AI就是五粮液的玩法,四家组织一个麻将局,你买我的库存商品或服务,我买你的库存商品和服务。大家营收都很漂亮😻股价涨到离谱
半导体股回调,高通大跌超10%,韩国传利空,大空头发警告
美股半导体股普遍回调。
半导体股回调,高通大跌超10%,韩国传利空,大空头发警告
AI就是五粮液的玩法,四家组织一个麻将局,你买我的库存商品或服务,我买你的库存商品和服务。大家营收都很漂亮😻股价涨到离谱
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新浪新消费
·
20分钟前
估值有望达3500亿!DeepSeek正寻求首轮融资,曝“国家队”领衔
《热点Views》栏目出品 据多家媒体报道,中国AI明星企业DeepSeek正推进成立以来首次外部股权融资,计划募资规模超500亿元,投后估值有望突破3500亿元(约515亿美元),若落地将刷新中国 AI 公司单轮融资纪录。此前各方曾预期估值区间在100亿至300亿美元之间,而最新估值已在近几周内大幅攀升。 本轮融资的投资方阵容颇为强大。上海证券报援引知情人士消息称,参与融资谈判的投资方除国家大基金外,还包括多家互联网巨头与其他国资背景基金。另据潮新闻报道,DeepSeek创始人、幻方量化创始人梁文锋,拟个人最高出资200亿元人民币参与本轮融资,占募资总额的40%。此举被市场解读为创始人对公司长期价值的高度信心背书。 值得一提的是,这是DeepSeek首次主动引入外部资本。过去几年,梁文锋一直坚持“研究实验室”路线,资金来源主要依靠母公司幻方量化,尽量避免外部资本干预。“不接受外部融资、不稀释股权、不被任何人的商业化时间表绑架”,是梁文锋曾经定下的“三不”规矩。 但随着行业竞争加剧,DeepSeek也开始面临现实压力。一方面,大模型训练和推理成本持续攀升,对算力基础设施的投入越来越重;另一方面,国内AI人才争夺白热化,多家竞争对手开始高薪挖角。 事实上,2026年开年以来,资本正在向头部AI势力倾斜,行业已经进入“诸神之战”的下半场。DeepSeek之前,月之暗面近日完成新一轮约20亿美元融资,投后估值突破200亿美元;阶跃星辰也即将完成25亿美元融资,并已拆除红筹架构,加速赴港IPO准备。 DeepSeek成立于2023年,专注于研究世界领先的通用人工智能底层模型与技术,挑战人工智能前沿性难题。公司由知名量化私募“幻方量化”(High-Flyer)孵化,创始人为梁文锋。 &n
估值有望达3500亿!DeepSeek正寻求首轮融资,曝“国家队”领衔
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盲炳
·
12:50
摩根大通将韩国KOSPI指数目标上调至9000点(基础)/10000点(牛市),核心逻辑是AI驱动的“存储芯片超级周期”远未结束,叠加韩国公司治理改革和工业板块增长。KOSPI指数年内涨幅已超85%,领跑全球股市,其中三星电子和SK海力士两家存储巨头合计占指数权重近50%,是吸引全球资金的关键引擎。 关于估值:AI周期下,韩国存储股仍具性价比,但上行空间可能受限 当前市场对存储股的估值逻辑正从传统的强周期股向AI成长股切换。SK证券报告指出,长期协议(LTA)带来的盈利稳定性提升,正推动行业估值重估。尽管股价已大幅上涨,但三星电子和SK海力士的12个月预期市盈率仍分别仅为6.0倍和5.2倍,在全球AI相关标的中盈利性价比突出。高盛预计SK海力士2026年营业利润将达202万亿韩元,ROE从44%跃升至81%以上,创纪录的盈利能力支撑估值。因此,从市盈率角度看,其估值并未完全反映AI带来的结构性盈利提升,仍处于重估初期。然而,部分机构认为进一步大幅上涨的空间已相对有限。有分析指出,SK海力士若采用AI产业链估值逻辑(10-15倍PE),合理目标价约220万韩元,而当前股价约194万韩元,上行空间约13%。真正的考验将在2026年第四季度,届时需观察三星在HBM市场的实际进展。
摩根大通将韩国KOSPI指数目标上调至9000点(基础)/10000点(牛市),核心逻辑是AI驱动的“存储芯片超级周期”远未结束,叠加韩国公司治理改革和工...
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方舟健客
·
12:00
智享健康全程相伴|方舟健客出席全国医疗卫生行业产教融合共同体会议,以“AI+H2H”生态重构慢病服务模式
5月6日至8日,以“智能医学·产教融合”为主题,全国医疗卫生行业产教融合共同体2026年工作会议暨新一代医学模式学术研讨会(下称:研讨会)在武汉举办。本次研讨会的与会专家学者围绕医学教育、人工智能、医工交叉、产教融合、健康管理等热点领域,分享了深刻的理论见解。作为国内领先的智慧健康服务平台,方舟健客受邀出席本次研讨会的健康管理分论坛,并分享“AI+慢病服务”领域的创新实践,为破解慢病服务行业痛点提供高质量解决方案。 当前,健康管理行业迈入深度变革期,服务落地不足、医生精力有限、患者健康意识薄弱与健康管理不规律等问题,仍是制约慢病防控成效的关键堵点。 依托超25万注册医生资源与坚实技术底座,方舟健客以熟人医患关系为根基,打造“AI+H2H(Hospital to Home从医院到家庭)”智慧医疗服务生态,并构建全周期慢病服务闭环。“AI+H2H”服务生态直击患者对长期疾病管理“不重视、不规律”的核心痛点,通过AI医生助理、AI健康管家等智能工具的赋能,让专业健康服务触达更高效、覆盖更广泛。 慢病管理贵在长期、重在持续。在实践层面,方舟健客以随访为核心抓手,推动服务从“一次性诊疗”向“全周期守护”转变。 不同于单方面、一次性冰冷的文字输出,方舟健客联合医学专家构建出千人千面的随访体系。通过与患者保持长期、多种形式的沟通,让其感受持续关怀,并显著提升疾病认知与健康管理依从性。 随访后,“AI医生助理”能辅助医生归集、初筛患者反馈,并生成供医生参考的健康报告,此举大幅降低医生们长期管理的沟通负荷,不仅能使其专注核心诊疗,更提升了患者的服务体验。 不止于AI 技术赋能与服务场景延伸,方舟健客更以长期会员体系重构健康服务价值内核。随着“AI+H2H”战略布局的纵深推进,公司全面升级主动健康服务模式,以全流程守护陪伴生命周期,让专业慢病服务触手可及、长效相伴。 依托本次研讨会赋予的行业视
智享健康全程相伴|方舟健客出席全国医疗卫生行业产教融合共同体会议,以“AI+H2H”生态重构慢病服务模式
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爱人错过
·
05-11 22:02
软件是AI终极落地场景,应用层价值必须“增厚”!赚长期钱还是得看软件,别被短期波动洗下车。
软件是AI终极落地场景,应用层价值必须“增厚”!赚长期钱还是得看软件,别被短期波动洗下车。
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MonaCurme:
软件这层利润厚 我也更想拿久点 你觉得先跑出来的是办公还是垂类
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雷递
·
10:23
百度搭子DuMate亮相,内置百度AI生态能力,拥有“超级执行力”
雷递网 乐天 5月13日 在5月13日举办的Create2026百度AI开发者大会上,百度搭子DuMate全新推出移动端 App,只需一句话,就能真干活,实现从“想法”到“结果”自动执行。 百度称,该产品自MVP版本发布以来快速迭代,使用场景不断扩大,任务完成率不断提高,现在已可以胜任多种复杂工作。DuMate将百度AI搜索、秒哒、伐谋、百科等核心产品能力集成为可随时调用的内置技能,同时强化长程任务执行与主动决策能力,正逐步成为用户进入Agent世界的统一入口。目前,DuMate已在多个国际权威Agent Benchmark评测中达到SOTA水平。 据悉,Dumate移动端App实现了与PC端的远程实时互通,可随时随地发起任务,真正实现 7×24 小时 AI 助手陪伴,PC 端与移动端数据、任务状态实时同步,无缝切换。 ——————————————— 雷递由媒体人雷建平创办,若转载请写明来源。
百度搭子DuMate亮相,内置百度AI生态能力,拥有“超级执行力”
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公司概况
公司名称
ISHARES FUTURE AI & TECH ETF
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ARCA
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最高
68.16
今开
67.71
量比
0.81
最低
64.82
昨收
69.31
换手率
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